The Sliding Scale: A Tool of Economic Justice (aka The Green Bottle Method)

Class and economic justice are topics that lots of folks struggle to talk about in the United States because most of us aren't educated in schools or the culture at large to talk about money, access to resources, and what class actually is. Class, of course, cannot be understood as an isolated experience, but is part of the complex interactions of race, gender, ability, privilege, sexuality, and the myriad of identities we all hold. I think the sliding scale is a great way to begin a conversation about class because it frames the discussion from the standpoint of access. I wrote this article, in part, because it was really hard to find any online resources about creating and using a sliding scale. So, these are my thoughts, and they are a work in progress.

Want to know my updated thoughts on the sliding scale including troubleshooting and alternatives? Come this way. I’ve also written about ways that I focus on creating access and not scarcity in my marketing.

Please feel free to share, cross-post, and incorporate information (including the graphics) from this article onto your site - I just ask that you give credit (Alexis J. Cunningfolk and link back to this post) to keep the conversation going. 

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Offering a sliding scale for classes and products comes from a desire to create multiple access points for the wild and big hearted creatures called to learn from us. I have always strived to offer products and services at a variety of price points as well as multiple free offerings throughout the year, including keeping my online programs purposefully inexpensive (you can find all my courses here) so that folks from a diversity of economic backgrounds might take part. In meditating on what tools I could use to create multiple financial access points that would reflect the multiple economic realities of my students, I use a sliding scale system for some of my products and services. 

First, if you're unfamiliar with what class is and why it matters, please visit classmatters.org to learn more and check out the additional resources listed at the end of this post.

The sliding scale is a tool that allows for a product or service to be obtained at multiple price points based on the circumstances of the purchaser. Typically, the scale will be set in a chart and some form of income verification is provided by the purchaser to an authority figure who determines where on the scale the purchaser falls. This method allows folks who would most likely be priced out of something to have the chance to take part in it. It also seeks to address the systemic inequalities of class in our culture.

The sliding scale represents the idea that financial resources, including income, are not and should not be the only determining factor in whether or not someone can access services/care/etc. Service providers and institutions usually offer sliding scale because there is a commitment to serving individuals and/or communities that would otherwise not be able to afford the services. Often, these organizations actively seek external funding to establish financial stability and fill in the economic gaps that sliding scale does not provide for. For a small business like Worts & Cunning Apothecary, I do not receive any outside funding to supplement sliding scale discounts, so I must take into account what I am able to offer and still be able to support my family. I'll talk about implementing a sliding scale in your own business in future posts.

For a sliding scale to work it relies on the principles of truthfulness, respect for complexity, and accountability. I do not ask for income verification. I trust my students and clients to be honest. Community thrives when accountability is a central value, because that is where trust grows and depth work can be done. Teachers deserve to get paid and students deserve classes which recognize the multiple realities of economic access and privilege that exist.

Recently, someone shared with me the idea of sacrifice versus hardship when examining access. If paying for a class, product, or service would be difficult, but not detrimental, it qualifies as a sacrifice. You might have to cut back on other spending in your life (such as going out to dinner, buying coffee, or a new outfit), but this will not have a long term harmful impact on your life. It is a sacred sacrifice in order to pursue something you are called to do. If, however, paying for a class, product, or service would lead to a harmful impact on your life, such as not being able to put food on the table, pay rent, or pay for your transportation to get to work, then you are dealing with hardship. Folks coming from a space of hardship typically qualify for the lower end of the sliding scale. I find the idea of sacrifice versus hardship to be a very useful nuance when talking about class and access because it recognizes and respects that paying for something might still be a challenge even if it is just a short-term one, while giving appropriate space for those who are dealing with financial hardship.

A Basic Foundation

Here is a general guidelines about how I currently price my sliding scale and to help you determine where you fall on it.

• The highest dollar cost reflects the true cost of the class or service. It is the cost that the practitioner would charge all students in the absence of a sliding scale. If you have access to financial security, own property or have personal savings, you would not traditionally qualify for sliding scale services. If you are able to pay for "wants" and spend little time worried about securing necessities in your life, you have economic privilege and power in our community. This price is for you.

• The middle cost (when there is one) reflects the practitioner's acknowledgement that paying the full cost would prevent some folks from being able to attend, but who do not honestly find themselves reflected in either descriptions for the highest cost or the lowest. If you are struggling to conquer debt or build savings or move away from paycheck to paycheck living but have access to steady income and are not spending most of your time thinking about meeting basic needs such as food, shelter, medical care, child care, etc., you belong here. If you, however, can ask others for financial support, such as family members, partners, or friends, please consider using those personal resources before you use the resources of the sliding scale and limit opportunities for others.

• The bottom cost represents an honest acknowledgment by the teacher and practitioner that there are folks whose economic circumstances would prevent them from being a part of classes if there was not be a deliberate opportunity made for them to access services at a cost that is reflective of their economic realities. If you struggle to maintain access to needs such as health care, housing, food, child care, and are living paycheck to paycheck or are in significant debt, you belong probably belong here and you deserve a community that honors your price as equal an economic offering as the person who can pay the highest tier. Even when the lower tier is still prohibitive, I will work with folks to offer extended payment plans and other solutions.

Typically, there is a limited amount slots for products, services, and classes offered at the middle and lower end of the scale. Please be mindful that if you purchase a price at the lowest end of the scale when you can truthfully afford the higher ticket prices, you are limiting access to those who truly need the gift of financial flexibility. Being honest with yourself and your financial situation when engaging with sliding scale practices grows strong and sustainable communities. It also respects the work of teachers and creators, like myself, you have families to support and rent to pay. Additionally, when I am paid fairly, I am able to invest more time and resources to free and lower cost offerings.

The Green Bottle Method

In the spirit of access and supporting those who appreciate visual learning tools I've created a graphic to illustrate how the Worts & Cunning Apothecary sliding scale works.

Above you'll find a graph illustrated with three bottles (click to enlarge but the full text of the image is below). Each bottle contains sentences that describe a person's current financial experience and class. The bottle on the far left is full of beautiful green potion representing the upper end of the sliding scale spectrum. Folks who identify most with the statements in the far left bottle qualify to pay for class tickets at the upper end of our sliding scale. The middle bottle represents folks who sometimes can pay for the upper end of the sliding scale, sometimes the middle, and sometimes the bottom half (depending on how many sliding scale options are available). The bottle on the far right represents the lowest end of the scale and folks who qualify to purchase class tickets from the bottom of our price spectrum. 

For ease of reading, here is the text from each of the bottles in the above graphic:

Top of the Scale (or the left bottle):

• I am comfortably able to meet all of my basic* needs

• I may have some debt but it does not prohibit attainment of basic needs

• I own my home or property OR I rent a higher-end property

• I own or lease a car

• I am employed or do not need to work to meet my needs

• I have regular access to health care

• I have access to financial savings

• I have an expendable** income

• I can always buy new items

• I can afford an annual vacation or take time off

Middle of the Scale (or the middle bottle):

• I may stress about meeting my basic needs but still regularly achieve them

• I may have some debt but it does not prohibit attainment of basic needs

• I own or lease a car

• I am employed

• I have access to health care

• I might have access to financial savings

• I have some expendable income

• I am able to buy some new items & I thrift others

• I can take a vacation annually or every few years without financial burden

Bottom of the Scale (or the right bottle):

• I frequently stress about meeting basic needs & don’t always achieve them

• I have debt and it sometimes prohibits me from meeting my basic needs

• I rent lower-end properties or have unstable housing

• I do not have a car and/or have limited access to a car but I am not always able to afford gas

• I am unemployed or underemployed

• I qualify for government assistance including food stamps & health care

• I have no access to savings

• I have no or very limited expendable income

• I rarely buy new items because I am unable to afford them

• I cannot afford a vacation or have the ability to take time off without financial burden

* Basic Needs include food, housing, health care, and transportation.
** Expendable Income might mean you are able to buy coffee or tea at a shop, go to the movies or a concert, buy new clothes, books, and similar items each month, etc.

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At the end of the day, the sliding scale thrives on trust. Trust is a pretty amazing thing. I trust you to be honest in your assessment of your economic reality. Since the sliding scale is a tool of accountability, it is an ongoing conversation and I remain committed to helping folks figure out how to talk about their own economic experiences, since it has been such a helpful language to learn on my own journey.

Additional Resources

• How to Make the Sliding Scale Better for You + Your Clients

• The Sliding Scale: How To Implement a Sliding Price Scale Online

• Beyond Scarcity: Marketing Access Not Fear

• I really enjoy additional language for the scale developed by the Britt Hawthorn at Embracing Equity

• Beth Maiden’s My Business is A Garden is endlessly inspiring.

• Ride Free: Fearless Money Management Sliding Scale Discussion

  • Check out Hadassah Damien's exploration of the sliding scale which includes a number of sliding scale examples for everyone to learn from.

• Read Patty Adam's of Durham Healing Arts and Yoga for Queers + Misfits thoughts on the sliding scale and donation-based classes.

• Check out Kammaleathahh Livingstone's Tip It Forward program to make sure bodywork and massage can be available to everyone.

• Working Definitions of Class

• Where We Stand: Class Matters by bell hooks

• Class Matters: Cross-Class Alliance Building for Middle-Class Activists by Betsy Leondar-Wright

Please feel free to share, cross-post, and incorporate information (including the graphics) from this article onto your site - I just ask that you give credit (my name, Alexis J. Cunningfolk, and link to this post) to keep the conversation going. Because we need to keep talking about money, equity, and how we make it better for all.